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Defining My Fat Pitch
Focusing in on where I feel like I can hit .400
Sep 18
•
Michael Kandolin
9
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Defining My Fat Pitch
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1
NVR: The Dell Computer of Homebuilding
Listen now (51 mins) | What is there to love about a slow moving, consistent homebuilder who has CAGRd earnings at 30% for the last decade? Short…
Sep 5
•
Michael Kandolin
6
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NVR: The Dell Computer of Homebuilding
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August 2023
Amazon Musings
“Will you choose a life of ease, or a life of service and adventure?” - Jeff Bezos
Aug 22
•
Michael Kandolin
8
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Amazon Musings
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2
You Probably Need More Cash
Investing isn't the same as saving cash but it was easy to convince myself otherwise.
Aug 14
•
Michael Kandolin
2
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You Probably Need More Cash
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Keeping Emotions in Check, Frontier Update, and Big Variables for OXY
Listen now (46 mins) | A jam-packed episode and I got three topics on deck for you. 1) Controlling emotions during price declines 2) Talking about…
Aug 11
•
Michael Kandolin
6
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Keeping Emotions in Check, Frontier Update, and Big Variables for OXY
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1
Occidental Thoughts
I've owned the name for about a year now, here is my current stance and the variables I believe will drive future returns
Aug 9
•
Michael Kandolin
5
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Occidental Thoughts
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Frontier Temperature Check
A small check in on a company that has had a lot of real estate in my mind recently, centered around one thing: the debt loa and
Aug 5
•
Michael Kandolin
2
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Frontier Temperature Check
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2
Back In The Saddle
Refreshed and ready to rock
Aug 3
•
Michael Kandolin
5
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Back In The Saddle
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2
June 2023
FG Financial: A Hidden Spawner
A small financial company underwriting conservative reinsurance and chasing power laws through merchant banking partnerships and sponsoring SPACs.
Jun 29
•
Michael Kandolin
8
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FG Financial: A Hidden Spawner
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3
Lifting the Curtain
Allow me to reintroduce myself.
Jun 19
•
Michael Kandolin
8
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Lifting the Curtain
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5
CNX: An Outsider in The Making?
They define success as generating and growing FCF per share, 30% of the company has been bought back in 2.5 years, and the Chairman wrote The Outsiders…
Jun 13
•
Michael Kandolin
7
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CNX: An Outsider in The Making?
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11
May 2023
FG Group Holdings: Multiple Ways to Win
The current value of the investments on the balance sheet and the cash is ~$66M, the book value sits at ~$42.7M and the market cap is $34M. Will the…
May 29
•
Michael Kandolin
12
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FG Group Holdings: Multiple Ways to Win
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